See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC6 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $31,451 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,618 | $76,670+14.3% | $96,683-9.4% | $71,457+22.6% |
| Participation rate | 99.3% | 66.6%+32.7pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 13.75% | 48.29%-34.5pp | 35.69%-21.9pp | 28.85%-15.1pp |
| Employer contribution / active EE | $2,793 | $3,031-7.9% | $3,737-25.3% | $2,588+7.9% |
| Participant deferral / active EE | $8,794 | $3,771+133.2% | $4,878+80.3% | $4,289+105.0% |
| Admin fee / account holder | $356 | $2,028-82.5% | $6,730-94.7% | $1,587-77.6% |